Job offer
Assistant Relationship Manager (Full-Time) (m/f/d) - Ireland
Julius Baer Bank is seeking an Assistant Relationship Manager (m/f/d) for its branch in Ireland to support one or more Relationship Managers in their day-to-day work and to handle client administration, client care, and relationship management. The ideal candidate has a friendly, trustworthy, and discreet personality, as well as experience in the financial industry and a good command of English.
About the job
The Assistant Relationship Manager supports one or more Relationship Managers or Team Heads in day-to-day operations, administration, client care, and relationship management.Tasks
The tasks include:- Supporting relationship managers in client interactions and all related tasks
- Managing the Relationship Managers' calendars, preparing for client meetings, organizing business trips, and following up on client calls, meetings, or trips
- Compilation of presentations, support in the preparation of investment proposals and marketing activities
- Ensuring coverage in your own absence
Business tasks
The business tasks include:- Regular collection and exchange of relevant information
- Organizing one's own work in an efficient and compliant manner
- Conducting reviews, planning, and documenting work
- Supporting Relationship Managers in the implementation of projects and initiatives
- Provision of professional input and suggestions for improvements
- Management of the expense report process for relationship managers
Risk management and controls
Risk management and control responsibilities include:- Active support in risk management (first line of defense)
- Ensuring compliance with local regulations and internal policies and standards
- Ensuring the timely clarification of open issues and escalated defects
- Ensuring appropriate, ethical, and compliant conduct within one's area of responsibility
- Ensuring that documentation of client interactions and client orders is accurate, meaningful, and understandable
Requirements
The requirements include:- Friendly, trustworthy and discreet personality with high risk awareness
- Strong commitment to service and a passion for client service
- Fluent English
- A systematic, precise, and meticulous approach to work, and the ability to work under pressure
- Personal integrity and ethical behavior
Professional skills
Professional skills include:- Familiarity with the geographic market and the relevant legal and regulatory requirements
- Basic understanding of relevant products and services in private banking
- A basic understanding of global financial markets and current industry trends
Training and experience
The requirements regarding education and experience include:- Relevant education (banking apprenticeship or equivalent) and professional experience in the financial sector
- Strong language skills (spoken and written) in line with specific market requirements
- Proven experience in serving bank clients with complex needs
We offer
Unfortunately, no information about the offer is available.Job details